Rotary Club of Charlotte North Carolina Inc (EIN 560667402) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1951

Legal Domicile

Phone

7043756816

Tax Period

2022-07-01 to 2023-06-30

Rotary Club of Charlotte North Carolina Inc, founded in 1951, is a small nonprofit that reported $313K in total revenue in fiscal year 2022. Expenses of $418K exceeded revenue, resulting in a 33% operating deficit.

Mission

To encourage the ideal of service as a basis of worthy enterprise and develop by acquaintance as an opportunity to serve, setting high ethical standards, and dignifying each Rotarian's occupation as an opportunity to serve.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $291,989

Program Service Revenue $5,681

Investment Income $1,656

Other Revenue $13,957

TOTAL REVENUE $313,283

Expense Breakdown

Grants Paid $0

Salaries & Benefits $75,947

Fundraising Expenses $0

Program Expenses $376,141

Other Expenses $341,985

TOTAL EXPENSES $417,932

Year-over-Year Comparison

	2022	2021	Change
Revenue	$313,283	$320,465	0.0%
Expenses	$417,932	$327,602	+0.3%
Net Income	$-104,649	$-7,137	+13.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christine Cipriano	Executive Dir.	30.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$313,283	$417,932	$265,749	$-104,649
2022	$320,465	$327,702	$362,464	$-7,237
2021	$217,301	$206,952	$371,526	$10,349
2020	$354,712	$350,318	$361,323	$4,394
2019	$428,632	$414,992	$352,854	$13,640
2018	$513,082	$525,925	$369,611	$-12,843

Rotary Club of Charlotte North Carolina Inc